StockDriftsStockDriftsTop 50 Ullmann Wealth Partners Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 18.53% | 273.3K | $178.5M | -1.35%(-3.73K) | $443.57(+63.89%) | 2026-03-31 | |
| ITOT | ISHARES TR | 9.17% | 620.3K | $88.4M | -2.08%(-13.20K) | $66.92(+136.84%) | 2026-03-31 | |
| LRGF | ISHARES TR | 7.97% | 1.16M | $76.8M | -4.36%(-53.03K) | $44.89(+62.15%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 5.59% | 1.18M | $53.9M | +56.22%(+425.00K) | $46.01(-1.01%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 4.01% | 914.4K | $38.6M | +4.38%(+38.34K) | $43.22(-2.24%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 3.98% | 1.08M | $38.4M | -6.65%(-76.92K) | $24.56(+51.76%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 3.76% | 622.8K | $36.2M | +28.12%(+136.69K) | $53.16(+21.40%) | 2026-03-31 | |
| SMLF | ISHARES TR | 3.39% | 432.8K | $32.7M | -1.19%(-5.22K) | $52.16(+59.71%) | 2026-03-31 | |
| IWF | ISHARES TR | 3.35% | 75.7K | $32.3M | -0.35%(-269) | $21.84(+451.28%) | 2026-03-31 | |
| IXUS | ISHARES TR | 2.44% | 271.6K | $23.5M | -5.07%(-14.50K) | $57.38(+63.31%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.46% | +46.08% |
| Top 20 Holdings Unweighted | +11.50% | +38.61% |
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